Professional Services, Manager - EPM

Codex; United States; Remote; USD 150,000 - 175,000; Full time

Job summary

Codex is seeking a Professional Services Manager to own complex EPM/customer implementations from scoping to successful delivery. You will combine EPM implementation expertise, FP&A knowledge, and executive-level client leadership to drive transformation.

You will manage multi-workstream delivery, partner with Sales in pre-sales, and oversee both internal and partner-led projects, acting as a trusted advisor to senior Finance stakeholders throughout engagements.

Qualifications

• 6+ years of hands-on experience implementing a financial planning or EPM platform.
• Strong understanding of FP&A processes including budgeting, forecasting, reporting, and consolidation.
• Experience scoping implementation projects during the pre-sales process.
• Experience developing and presenting SOWs directly to customers.
• Experience managing implementations delivered through third-party partners or resellers.
• Proven experience managing complex, multi-stakeholder and multi-workstream implementation projects.
• Ability to understand technical project scope and proactively identify delivery risks.
• Strong client-facing communication and presentation skills.

Responsibilities

• Own end-to-end delivery of enterprise planning implementations from pre-sales scoping through kickoff, delivery, and value realization.
• Develop project plans, sprint plans, budgets, resource plans, and supporting delivery documentation.
• Manage scope, project risk, change control, timelines, and stakeholder expectations.
• Identify potential delivery risks early and implement mitigation strategies.
• Manage multi-workstream projects involving technical delivery and organizational change.
• Oversee implementations delivered to customers as well as through third-party partners.
• Ensure delivery teams maintain high quality standards; mentor junior staff.

Skills

EPM implementation

FP&A knowledge

Client leadership

Project delivery

Agile

Stakeholder management

SOW development

Tools

SaaS PM tools

Job description

Title: Professional Services, Manager - EPM

$150,000 - $175,000 + Bonus + Equity

Location:

United States | Remote

About the Opportunity

A fast-growing enterprise planning technology company is seeking a Professional Services Manager to take ownership of complex customer implementations from initial scoping through successful delivery.

This is not a traditional project management position. You'll combine EPM implementation expertise, FP&A knowledge, client leadership, and project delivery, working directly with customers before and after deals are signed.

You'll own projects end-to-end, partner with Sales during the pre-sales process, oversee both internal and partner-led implementations, and act as a trusted advisor to senior Finance stakeholders throughout their transformation journey.

Key Responsibilities

Implementation & Project Delivery

• Own end-to-end delivery of enterprise planning implementations, from pre-sales scoping through kickoff, delivery, and value realization
• Develop project plans, sprint plans, budgets, resource plans, and supporting delivery documentation
• Manage scope, project risk, change control, timelines, and stakeholder expectations
• Identify potential delivery risks early and implement appropriate mitigation strategies
• Manage multi-workstream projects involving both technical delivery and organizational change
• Oversee implementations delivered directly to customers as well as projects delivered through third-party partners
• Ensure internal and external delivery teams maintain consistently high quality standards
• Partner with Sales throughout the pre-sales cycle
• Scope prospective implementation projects and estimate delivery effort
• Develop and present Statements of Work (SOWs) directly to customers
• Establish clear expectations around scope, timelines, resources, and delivery before contracts are signed
• Critically evaluate project scope and identify potential delivery risks before implementation begins

Client & Stakeholder Management

• Act as a trusted advisor to senior Finance and business stakeholders
• Advise customers on process and organizational changes required to maximize value from their planning platform
• Facilitate discussions across technical and business stakeholders
• Coordinate with Sales, Product, Support, Customer Success, and implementation partners to provide a consistent client experience

Delivery Excellence & Innovation

• Develop strong enough platform knowledge to help unblock teams on product and FP&A-related questions
• Help evolve implementation methodologies, templates, sprint structures, and design practices
• Explore and deploy AI capabilities to accelerate implementation delivery and improve the customer experience
• Mentor junior delivery professionals and partner-side consultants
• Help establish and maintain delivery standards across the wider Professional Services organization

Required Qualifications

• 6+ years of hands-on experience implementing a financial planning or EPM platform
• Strong understanding of FP&A processes, including budgeting, forecasting, reporting, and consolidation
• Experience scoping implementation projects during the pre-sales process
• Experience developing and presenting SOWs directly to customers
• Experience managing implementations delivered through third-party partners or resellers
• Proven experience managing complex, multi-stakeholder and multi-workstream implementation projects
• Ability to understand technical project scope and proactively identify delivery risks
• Strong client-facing communication and presentation skills
• Confidence working with and influencing senior Finance stakeholders
• Experience with SaaS project management tools and Agile or hybrid delivery methodologies

Preferred Experience

• Workforce Planning or additional enterprise planning use cases
• Experience across multiple EPM or financial planning platforms
• Experience mentoring junior consultants or delivery professionals
• Exposure to AI-enabled implementation or delivery processes